Moderate-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash.
Abbreviation: MA
Broad Asset Class: Balanced
Primary Index: Morningstar Moderate Target Risk
Secondary Index: Morningstar Moderately Aggr Target Risk